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A newly constructed index of diversified commodity futures returns going back to 1871. “We find that commodity futures have earned an average annual risk premium of 5.4% over the risk-free rate and a premium over US inflation of mo...

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An interesting measure of AI progress – What length of software engineering task can the AI successfully complete 50% of the time? Exponential progress here. So...

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“This late-month euphoria was characterized by a clear rotation back into high-beta, thematic trades, an area that has historically coincided with periods of elevated enthusiasm. Interest re-emerged across themes like quantum computing, rare earths, and nuc...

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Asset allocation of US university endowments by size. Full report

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AI AI AI
Apart from seed stage. “The aforementioned increases in capital raised at the latest stages of startup life have been spurred by AI. In 2025, 58% of all cash raised on Carta at Series D went to AI startups, along with 51.7% of all cash raised at Series E+. Since ...

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